How to Integrate Agent Locator with trendinsight to Export Your Leads

Seamlessly Connect Your trendinsight Leads to Agent Locator in Just a Few Easy Steps

Integrating Agent Locator with trendinsight allows real estate agents to seamlessly export leads generated by trendinsight directly to their Agent Locator CRM. Follow these simple steps to ensure your leads are efficiently transferred between the two platforms.

Step 1: Log in to Your Agent Locator Account

Step 2: Copy the Feed Leads by Email Address

Step 3: Log in to your trendinsight Account

Step 4: Set Up Lead Export to Agent Locator

You’re Done!

Step 1: Log in to Your Agent Locator Account

Click on your profile icon in the screen’s top right corner.

Select “User Preferences” from the dropdown menu.

Step 2: Copy the Feed Leads by Email Address

In the User Preferences window, scroll down to find the section labeled “Feed Leads by Email.”

Copy the email address provided in this section. You will need this email address to set up the integration for trendinsight.

Step 3: Log in to your trendinsight Account

On the main window, navigate to the left sidebar and click “Leads Management.”

Step 4: Set Up Lead Export to Agent Locator

In the Leads Management window, click on “Get Leads on Your CRM.”

From the pop-up window, select “Agent Locator” from the list of CRMs.

Paste the email address you copied from the Agent Locator into the designated field.

Click “Add” to finalize the integration.

You’re Done!

Congratulations! Your trendinsight account is now integrated with Agent Locator. All leads generated by trendinsight will be automatically exported to your Agent Locator CRM, ensuring a seamless workflow and efficient lead management.